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Evaluating new tech for your YMCA can feel overwhelming—but you don’t have to do it alone. We’ll give you the tools break down the steps in a CRM switch and help you build a simple roadmap to get there.


A simple way to assess your organization's needs, challenges, and priorities.

Make sure you’re asking the right things when talking to potential partners.

A roadmap to plan and organize your evaluation process with key milestones to keep you on track.
Disconnected systems and clunky processes slow down operations and make it harder to serve your members.
Basic reporting tools don’t provide the insights you need to track impact or make data-driven decisions.
Hidden costs and inefficiencies eat up resources that could be better spent supporting your community.
Make members feel seen and empowered with self-service tools, and connected systems, including AI capabilities.

Get better visibility with real-time reporting to track impact and plan with confidence. Take the hassle out of reporting.

Streamline operations and reduce costs with future-ready tech designed for YMCAs—backed by a team that knows your world.

Start with a self-guided evaluation to uncover what’s working, what’s not, and what your organization truly needs.
Clarify your must-haves and nice-to-haves with a focused CRM checklist to guide your decision-making.
Use a simple timeline template to map out your next steps, set milestones, and keep your tech upgrade on track.
Fill out the form and get instant access to a resource kit designed to help you make the right technology decisions, even if it’s not with us.

